Financial Standing

Please complete the table below for Income, Expenditure, Assets and Liabilities for yourself, your spouse/ partner if applicable and you both jointly.
Asset Held Solely Held Partner Held Jointly Total
House 0 0 230,000 230,000
Car 0 0 0 0
Savings (e.g. bank a/c, building society) 2,000 0 0 2,000
Investments (e.g. ISA/unit trust/shares etc) 20,000 0 0 20,000
Other Assets 0 0 0 0
Investment Property 0 0 0 0
Total Assets 22,000 0 230,000 252,000
Liability Held Solely Held Partner Held Jointly Total
Mortgage - House 0 0 135,000 135,000
Mortgage - Investment Property 0 0 0 0
Personal loans (Secured) 0 0 30,000 30,000
Personal loans (unsecured) 15,798 0 0 15,798
Ex-host debt 0 0 0 0
Utilised Overdraft 0 0 0 0
Hire purchase balance 2,698 0 0 2,698
Credit card balance 5,081 0 0 5,081
Unpaid income tax 560 0 0 560
Other liabilities 0 0 0 0
Total Assets less Liabilities -2,137 0 65,000 62,863
Total Liabilities 24,137 0 165,000 189,137
Monthly Income Held Solely Held Partner Held Jointly Total
Income from employment (net) 1,811 2,800 0 4,611
Other income (e.g. rental income, CSA/maintenance). Please also state the source. 0 0 0 0
Total Income 1,811 2,800 0 4,611
Monthly Expenditure Held Solely Held Partner Held Jointly Total
Mortgages payments - House (please include any management charges and ground rent) 0 0 1,100 1,100
Rental payments (if applicable) 0 0 0 0
Investment property - mortgage, management charges & ground rent 0 0 0 0
Personal loans (Secured) 0 0 550 550
Personal loans (unsecured) 149 0 0 149
Ex-host debt 0 0 0 0
Overdraft payments 0 0 0 0
Hire purchase repayments 397 0 0 397
Credit card payments 100 0 0 100
HMRC payments (unpaid only) 70 0 0 70
CSA/Maintenance Payments 0 0 0 0
Utilities (Gas/water/Elec/phone/internet) 200 0 0 200
Other (including insurance, car tax/fuel, food/clothing, entertainment, school fees etc) 0 0 960 960
Total Monthly Income less Expenditure 896 2,800 -2,610 1,086
Total Expenditure 916 0 2,610 3,526
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